BMI vs HGTY

Comparison between Badger Meter Inc (BMI, Company) and Hagerty Inc - Class A (HGTY, Company).

BMI is from the Technology sector, while HGTY is from the Financial Services sector.

5-Year PerformanceBMI has outperformed HGTY, delivering a return of +7.7% compared to +2.1%

BMI vs HGTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BMI(COMPANY)	HGTY(COMPANY)
Market Cap	$3.75B	$3.74B
Max Drawdown	68.30%	59.73%
Sharpe Ratio	-1.23	0.43
5Y Beta	0.94	0.48
Industry	Scientific & Technical Instruments	Insurance - Property & Casualty
P/E Ratio	27.86	26.78
Forward P/E	28.17	21.98
PEG Ratio	2.22	0.36
Dividend Yield	1.18%	N/A
5Y Dividends CAGR	22.27%	N/A
5Y EPS CAGR	33.80%	N/A
Debt to Equity	0.00%	104.54%
Free Cash Flow Yield	4.51%	5.11%
P/S Ratio	4.25	2.59
P/B Ratio	5.52	4.94

Market Cap

Winner

BMI

$3.75B

HGTY

$3.74B

Max Drawdown

BMI

68.30%

Winner

HGTY

59.73%

Sharpe Ratio

BMI

-1.23

Winner

HGTY

0.43

5Y Beta

BMI

0.94

Winner

HGTY

0.48

Industry

BMI

Scientific & Technical Instruments

HGTY

Insurance - Property & Casualty

P/E Ratio

BMI

27.86

Winner

HGTY

26.78

Forward P/E

BMI

28.17

Winner

HGTY

21.98

PEG Ratio

BMI

2.22

Winner

HGTY

0.36

Dividend Yield

BMI

1.18%

HGTY

N/A

5Y Dividends CAGR

BMI

22.27%

HGTY

N/A

5Y EPS CAGR

BMI

33.80%

HGTY

N/A

Debt to Equity

Winner

BMI

0.00%

HGTY

104.54%

Free Cash Flow Yield

BMI

4.51%

Winner

HGTY

5.11%

P/S Ratio

BMI

4.25

Winner

HGTY

2.59

P/B Ratio

BMI

5.52

Winner

HGTY

4.94

BMI vs HGTY - Historical Returns

Returns include dividend reinvestment.

Period	BMI	HGTY
1 month	+14.88%	+8.71%
3 months	-8.41%	+10.93%
6 months	-28.30%	-16.40%
1 year	-45.60%	+14.20%
5 years(CAGR)	+7.70%	+2.05%
10 years(CAGR)	+14.93%	N/A
Max(CAGR)	+15.88%	+2.17%

Winner

BMI

+14.88%

HGTY

+8.71%

BMI

-8.41%

Winner

HGTY

+10.93%

BMI

-28.30%

Winner

HGTY

-16.40%

BMI

-45.60%

Winner

HGTY

+14.20%

5Y(CAGR)

Winner

BMI

+7.70%

HGTY

+2.05%

10Y(CAGR)

BMI

+14.93%

HGTY

N/A

Max(CAGR)

Winner

BMI

+15.88%

HGTY

+2.17%

BMI vs HGTY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BMI	HGTY
2026	-24.88%	-17.41%
2025	-17.00%	+36.03%
2024	+36.49%	+22.62%
2023	+41.75%	-8.24%
2022	+3.34%	-41.80%
2021	+18.12%	+45.44%
2020	+48.79%	N/A
2019	+34.38%	N/A
2018	+4.76%	N/A
2017	+31.08%	N/A
2016	+31.60%	N/A
2015	+1.40%	N/A
2014	+13.47%	N/A
2013	+12.01%	N/A
2012	+62.60%	N/A
2011	-33.73%	N/A
2010	+10.25%	N/A
2009	+30.02%	N/A
2008	-34.27%	N/A
2007	+67.19%	N/A
2006	+41.45%	N/A
2005	+32.42%	N/A
2004	+62.34%	N/A
2003	+26.40%	N/A
2002	+48.91%	N/A
2001	+1.44%	N/A
2000	-20.97%	N/A
1999	-4.18%	N/A

BMI vs HGTY Drawdown Comparison

The maximum drawdown for BMI was -68.22%, occurring on Oct 27, 2008. Recovery took 1420 trading sessions.

The maximum drawdown for HGTY was -59.73%, occurring on May 11, 2022. This drawdown has not yet recovered.

The current BMI drawdown is -47.64%. The current HGTY drawdown is -42.23%.

Rank	BMI	HGTY
#1	-68.22% Aug 8, 2008 - Apr 1, 2014	-59.73% Dec 13, 2021 - May 11, 2022
#2	-55.07% Jun 3, 2025 - Apr 20, 2026	-2.69% Dec 3, 2021 - Dec 7, 2021
#3	-42.62% Apr 3, 2000 - Aug 29, 2002	-2.54% Nov 4, 2021 - Nov 29, 2021
#4	-38.97% Feb 20, 2020 - Oct 9, 2020	-2.12% Aug 5, 2021 - Aug 18, 2021
#5	-36.13% May 2, 2006 - Jul 19, 2007	-1.93% Jun 16, 2021 - Aug 4, 2021
#6	-35.11% Aug 5, 2005 - Jan 27, 2006	-0.97% Nov 29, 2021 - Dec 2, 2021
#7	-33.19% Dec 8, 2021 - Oct 25, 2022	-0.89% Sep 14, 2021 - Oct 26, 2021
#8	-28.05% Dec 11, 2024 - May 13, 2025	-0.80% Aug 20, 2021 - Sep 1, 2021
#9	-22.37% Feb 20, 2003 - Aug 25, 2003	-0.59% Oct 26, 2021 - Nov 3, 2021
#10	-21.13% Dec 26, 2007 - Mar 27, 2008	-0.20% Jun 8, 2021 - Jun 11, 2021
#11	-20.36% Aug 14, 2023 - Apr 18, 2024	-0.20% Aug 18, 2021 - Aug 20, 2021
#12	-20.12% Jul 19, 2007 - Aug 16, 2007	-0.20% Sep 1, 2021 - Sep 8, 2021
#13	-19.51% Jun 9, 2016 - Dec 8, 2016	-0.10% Jun 4, 2021 - Jun 8, 2021
#14	-19.13% Oct 12, 2017 - Jul 20, 2018	-0.10% Jun 11, 2021 - Jun 16, 2021
#15	-18.52% Aug 29, 2002 - Feb 20, 2003	-0.10% Sep 8, 2021 - Sep 13, 2021